Overview

How to Access Sales Settings

1. Admin Panel → Sales Settings.
   
   
   

Configuration Sections

Sales Documents Settings

1. Use Shipment: Check this box to enable the shipment document workflow.
   Attention: This feature cannot be disabled once a shipment document has been created.
   
   
2. Use Consignment: Enables the consignment functionality: ability to record consignment transfers and consignment sales.
   For more details about Consignments feature, go to this knowledge base article.
   Attention: This feature cannot be disabled once a consignment document has been created.
   
   
3. Require return reason for Sales Returns: Enforces a mandatory field for return reasons on Sales Returns, Credit Memos, and Refunds.
   
   
4. Enable Dropship for Sales order Items from Vendor: Activates advanced dropship delivery functionality.
   Attention: This feature cannot be disabled once a Sales Order containing dropship lines has been created.
   
   
5. Default Payment Term: Select the default payment term (e.g., Net 30) that will be applied to new sales documents unless otherwise specified.
   
   
   

Default Accounts

1. Accounts Receivable: AR Account and Prepayment AR.
   
2. Other Current Assets: Dropship clearing and Inventory shipped not yet invoiced.
   
3. Other Current Liabilities: Tax payable.
   
4. Revenue: Discounts and allowances, Sales, Sales Returns & Refunds, and Shipping Income.
   
5. Cost of Goods/Services Sold: Consignment Fees.
   
   
   
   To change a mapped account, click the pencil icon next to the account name.

Sales Tax Settings

1. Do you charge sales tax?: Toggle this Yes or No.
   
2. Calculation Method: Choose between "By CustomBooks only" or "By AvaTax or CustomBooks".
   Note: The AvaTax sales tax engine is available only for customers whose reporting currency is the U.S. dollar.
1. To use CustomBooks™ built-in Sales Tax feature, go to this knowledge base article.
   
2. For calculating sales tax through Avalara AvaTax, you need to have an Avalara Account and connect it to CustomBooks™ on the Admin Panel: Integrations page.
   

1. Default sales tax: Select the standard tax rate to apply.
   
2. Default sales tax address: Choose the origin for tax calculation (e.g., Origin).
   
3. Mark all new customers taxable: Automatically checks the "Taxable" box when creating a new customer profile.
   
4. Mark all new products taxable: Automatically checks the "Taxable" box when creating a new item.
   
   

Saving Your Changes

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There is no "Save" button on this page. Changes made in the Sales Settings save automatically. Whenever you modify a field, a notification popup will appear in the lower-right corner of the application confirming that your changes were successfully saved.